1.Monitors record updated events
Integrate Originations platform and loan stage tracking tools to trigger the flow when a loan record is updated.
Send loan stage updates to external lead workflow
Automatically route loan stage updates across Originations platform and Webhooks by Zapier. Get downstream lead workflow payloads when records update, originators match, or stages shiftβso you can align stages, reduce rework, and avoid manual stage checks without paperwork.
How this automation keeps loan stages aligned
When loan records update in your originations system, out of sync stages can slow downstream processing. This automation filters originator records and formats borrower names, then posts updated stage events to your lead workflowβso your team can keep stages aligned.
Rigior swap with your favorite app
2.Filters qualifying originator records
Integrate Filter by Zapier and metadata mapping tools to continue only for configured originators.
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3.Builds borrower display name
Integrate Formatter by Zapier and data transformation tools to map borrower nickname and default the first name.
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4.POSTs updated stage payload
Integrate Webhooks by Zapier and API request handling to post loan data and an updated stage event header.
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Explore all loan servicing automations
Simplify loan servicing with automated payment tracking, borrower updates, and servicing alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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